Other FoFs (Domestic) Very High Risk
The investment objective of the Scheme is to provide long-term capital appreciation by actively managing a portfolio of equity oriented and debt oriented mutual fund schemes and commodity based ETFs. There can be no assurance that the investment objective of the Scheme will be achieved.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| FoFs (Domestic) | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 6.63% | -1.7% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 6.82% |
| Category returns | 3.46% | -0.39% | 1.33% | 3.86% | 6.75% | 8.53% | 12.44% | 11.17% | 10.92% | 10.21% | N/A |
| Absolute returns | 5.92% | -1.34% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 2.84% |
| Rank within category | 11 | 34 | 39 | 36 | 28 | 26 | 26 | 25 | 23 | 20 | N/A |
| Total Schemes in Category | 45 | 43 | 38 | 35 | 27 | 25 | 25 | 24 | 22 | 19 | N/A |
| FoFs (Domestic) | 2025 | 2026 |
|---|---|---|
| Yearly returns | N/A | 1.11% |
| Q1 returns | N/A | -5.35% |
| Q2 returns | N/A | 6.83% |
| Q3 Returns | N/A | N/A |
| Q4 Returns | N/A | N/A |
Expense ratio: 1.14%
Inclusive of GST
Exit load
NIL upto 10% of investment and 1% for reamaining investment on or before 12M, Nil after 12M
| Alpha | 1.09954 |
| Beta | 0.6576 |
| Sharpe Ratio | -0.042675 |
| Sortino Ratio | -0.067536 |
| R-Squared | 0.7533 |
| Tracking Error | 2.7787 |
| Downside Risk | 8.058 |
| Std. Deviation (Annualised) | 14.5841 |
| FoFs (Domestic) | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nippon India Multi - Asset Omni FoF - Regular Plan - Growth | 7.91% | -1.52% | 2.8% | 7.69% | 13.12% | 19.52% | 17.06% | 0% | 17.4% | 2,236.42 | 1.10 | 0.42 | Very High |
| Aditya Birla Sun Life Multi-Asset Omni FOF - Regular Plan - Growth | 6.91% | -5.94% | 3.06% | 9.13% | 13.09% | 17.8% | 13.65% | 12.92% | 10.59% | 345.88 | 1.17 | 0.35 | Very High |
| Kotak Multi Asset Omni FOF - Growth | 6.01% | -5.01% | 0.5% | 7.41% | 12.85% | 17.33% | 16.81% | 15.02% | 15.98% | 2,274.14 | 1.07 | 0.37 | Very High |
| HSBC Multi Asset Active FOF - Regular Plan - Growth | 8.74% | -0.71% | 5.62% | 11.08% | 18.88% | 16.8% | 13.52% | 12.28% | 12.26% | 83.89 | 1.51 | 0.32 | Very High |
| ICICI Prudential Aggressive Hybrid Active FOF - Growth | 7.01% | -3.34% | -6.23% | -3.48% | 0.62% | 16.52% | 16% | 15.14% | 14.76% | 8,210.94 | 1.49 | 0.29 | Very High |
| HDFC Multi-Asset Active FOF - Regular Plan - Growth | 4.8% | -2.88% | -0.5% | 3.83% | 6.76% | 14.49% | 0% | 0% | 13.6% | 5,440.86 | 1.13 | 0.36 | Moderately High |
| Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth | 10.66% | 3.5% | 0.78% | 3.93% | 8.08% | 14.49% | 11.77% | 10.12% | 10.07% | 17.89 | 0.57 | 0.24 | High |
| ICICI Prudential Passive Multi-Asset Fund of Funds - Growth | 5.97% | -0.23% | 3.16% | 9.17% | 13.05% | 14.33% | 0% | 0% | 12.23% | 1,468.69 | 0.58 | 0.36 | High |
| Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative - Regular Plan - Growth | 4.56% | -0.97% | 2.52% | 7.1% | 12.82% | 13.97% | 10.9% | 0% | 11.01% | 72.10 | 0.47 | 0.39 | High |
| Axis Multi-Asset Active FoF - Regular Plan - Growth Current | 6.63% | -1.7% | 0% | 0% | 0% | 0% | 0% | 0% | 6.82% | 1,302.89 | 1.14 | -0.04 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Domestic Mutual Funds Units | 84.06% |
| Domestic Mutual Funds Units - Gold | 13.24% | |
| Cash & Cash Equivalents and Net Assets | 1.67% | |
| Domestic Mutual Funds Units - Silver | 1.03% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Others | 100.00% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Axis Strategic Bond Fund - Direct Plan - Growth Option | Domestic Mutual Funds Units | 14.66% | |
| Axis Gold ETF | Domestic Mutual Funds Units - Gold | 13.24% | |
| Axis India Manufacturing Fund - Direct Plan - Growth | Domestic Mutual Funds Units | 9.18% | |
| Axis Large & Mid Cap Fund - Direct Plan - Growth | Domestic Mutual Funds Units | 7.99% | |
| ICICI Prudential Banking and Financial Services Fund - Direct Plan - Growth | Domestic Mutual Funds Units | 7.60% | |
| Axis Short Duration Fund - Direct Plan - Growth Option | Domestic Mutual Funds Units | 7.39% | |
| Axis Value Fund - Direct Plan - Growth | Domestic Mutual Funds Units | 7.27% | |
| Axis Flexi Cap Fund - Direct Plan - Growth | Domestic Mutual Funds Units | 5.66% | |
| SBI BANKING & FINANCIAL SERVICES FUND - DIRECT PLAN - GROWTH | Domestic Mutual Funds Units | 5.18% | |
| ICICI PRUDENTIAL ENERGY OPPORTUNITIES FUND - Direct Plan - Growth | Domestic Mutual Funds Units | 4.68% | |
| Axis Consumption Fund Direct Plan - Growth | Domestic Mutual Funds Units | 2.96% | |
| ICICI Prudential Technology Fund - Direct Plan - Growth | Domestic Mutual Funds Units | 2.62% | |
| Axis Liquid Fund - Direct Plan - Growth Option | Domestic Mutual Funds Units | 2.30% | |
| Kotak Energy Opportunities Fund-Direct-Growth | Domestic Mutual Funds Units | 1.86% | |
| Axis Innovation Fund - Direct Plan - Growth Option | Domestic Mutual Funds Units | 1.37% | |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 1.32% | |
| Axis Silver ETF | Domestic Mutual Funds Units - Silver | 1.03% | |
| ICICI Prudential Commodities Fund - Direct Plan - Growth Option | Domestic Mutual Funds Units | 0.92% | |
| ICICI Prudential FMCG Fund Direct Plan Growth | Domestic Mutual Funds Units | 0.89% | |
| Axis Corporate Bond Fund - Direct Plan Growth | Domestic Mutual Funds Units | 0.77% | |
| HDFC Pharma and Healthcare Fund - Growth Option - Direct Plan | Domestic Mutual Funds Units | 0.76% | |
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 0.35% | |
| Total | 100.00% |
Mr. Devang Shah has 9 years total experience. He is with Axis Asset Management Co. Ltd. from October 16, 2012 till date. His previous experience includes Pricewaterhouse Coopers, Deutsche AMC & ICICI Prudential AMC.
Mr. Devalkar has an experience of more than 5 years in equities markets as an Equity Research Analyst and he specializes in Information Technology, Telecommunication services, Industrials and Utilities sectors. He began his career in equity analysis space in 2005 as an Equity Research Analyst with IDFC Capital. Thereafter, he worked with IDFC Asset Management. His earlier stints include about two years of experience in Credit Analysis with JP Morgan Services India and Calyon bank.
RETURNS
It is an Open ended scheme that primarily invests in FoFs (Domestic).
The investment objective of the Scheme is to provide long-term capital appreciation by actively managing a portfolio of equity oriented and debt oriented mutual fund schemes and commodity based ETFs. There can be no assurance that the investment objective of the Scheme will be achieved.
The scheme benchmark is the NIFTY 500 - TRI
It is classified as Very High Risk, suitable for investors with a Very High risk appetite.
Returns Delivered by the funds are as follows:
1-year: 0%
3-year: 0%
5-year: 0%
Top holdings include names such as:
The NAV is around ₹10.28 (approx.) for the Axis Multi-Asset Active FoF - Regular Plan - Growth.
The fund’s AUM is approximately ₹1,303 Cr.
The expense ratio for the Regular Plan is 1.14.
NIL upto 10% of investment and 1% for reamaining investment on or before 12M, Nil after 12M.
Minimum SIP starts at ₹100.
The minimum lump sum investment is ₹100. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Devang Shah, Aditya Pagaria, Shreyash Devalkar, Mayank Hyanki
This fund is suitable for investors with a Very High risk tolerance.
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